See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
IRONGATE PARTNERS, INC.4 years Service code 26 · EIN 56-2145194 | Advisory (Participants) | $38,112 |
Filed as: MVP PLAN ADMINISTRATORS, INC Service code 13 · EIN 56-2263714 | Contract Administrator | $19,380 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,276 | $61,156+150.6% | $185,823-17.5% | $79,386+93.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.22% | 19.45%-6.2pp | 122.05%-108.8pp | 116.85%-103.6pp |
| Employer contribution / active EE | $6,561 | $2,321+182.7% | $5,167+27.0% | $2,427+170.3% |
| Participant deferral / active EE | $5,522 | $2,789+98.0% | $5,568-0.8% | $4,046+36.5% |
| Admin fee / account holder | $444 | $710-37.4% | $16,237-97.3% | $626-29.1% |